See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,910 | $58,828-64.5% | $77,999-73.2% | $62,891-66.8% |
| Participation rate | 78.1% | 71.1%+7.1pp | 75.5%+2.6pp | 69.3%+8.8pp |
| Annual return | 9.76% | 17.16%-7.4pp | 425.96%-416.2pp | 20.14%-10.4pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,165 | $2,686-19.4% | $3,497-38.1% | $3,203-32.4% |
| Admin fee / account holder | $194 | $4,393-95.6% | $5,480-96.5% | $4,296-95.5% |